Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Dale LohmeyerLPL Financial LLCEdward Jones$1010-09-2012
Armahn HadjianLPL Financial LLCEdward Jones07-09-2019
Benjamin Carlton CauthornLPL Financial LLCEdward Jones$2611-13-2017
Benjamin Gregory TobenLPL Financial LLCEdward Jones$1008-31-2016
Brian Lee BoehleLPL Financial LLCEdward Jones08-17-2015
Christopher Jon SwensonLPL Financial LLCEdward Jones$5007-29-2013
Christopher Scott AndersonLPL Financial LLCEdward Jones10-27-2014
Curtis Randall GreenLPL Financial LLCEdward Jones10-31-2016
David Charles La RueLPL Financial LLCEdward Jones$5011-07-2016
David G. Domian Jr.LPL Financial LLCEdward Jones03-24-2011
David Lee KaplanLPL Financial LLCEdward Jones$10008-17-2009
David Michael FosterLPL Financial LLCEdward Jones$1004-23-2014
Douglas Lane BenteleLPL Financial LLCEdward Jones$1002-22-2011
Eric Xavier AnderhubLPL Financial LLCEdward Jones$1005-26-2016
Jay Grant VirtueLPL Financial LLCEdward Jones10-22-2010
Jeffery Sante JachuraLPL Financial LLCEdward Jones03-31-2015
Jeffrey Michael RenaudLPL Financial LLCEdward Jones05-18-2011
Jimmy A. EnlowLPL Financial LLCEdward Jones09-27-2010
Kevin Warren YingstLPL Financial LLCEdward Jones$5003-20-2017
Lisle Max RamseyLPL Financial LLCEdward Jones06-24-2011
Louis WrayLPL Financial LLCEdward Jones$12103-06-2017
Mark Evan BeckrichLPL Financial LLCEdward Jones$1004-20-2012
Marshall Ryan DarbyLPL Financial LLCEdward Jones$2505-20-2011
Matthew James SchellmanLPL Financial LLCEdward Jones11-25-2013
Michael Chad WaltonLPL Financial LLCEdward Jones$10006-19-2018
Next Page »

Showing 1 to 25 of 35 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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